How to Create a Learnership using Master Data

In this section you will learn how to create a Learnership by using the following steps: 
 
 Create Unit standards 
 Create Training Interventions and link Unit Standards 
 Create Programmes and link Training Interventions 
 Create Qualification and link Programmes 
 Create a Learnership and link Qualification 
 
 Learnership Master Data Mind Map 
 
 How to Work with Unit Standards 
 
 
 
 
 
 
 HOW DID I GET HERE? 
 System Administration | System Administration | Database | Standards 
 Unit Standard List Screen 
 
 
 
 
 
 
 
 
 The  Unit Standard List Screen  shows a list of Unit Standards. 
 
 
 
 
 Add, Edit and Delete functionality exists in order to maintain Unit Standards. 
 The System Administrator is responsible to maintain the Unit Standards catalogue. 
 
 
 
 
 
 Unit Standard Details Screen 
 
 
 
 
 
 
 
 
 Note on the following when adding or editing the Unit Standards: 
 
 
 
 The accuracy of the  credits  field is important, because this field will be used to calculate the total credits (to be earned/completed) for programmes and learnerships. 
 Training Intervention Sync Mode should be "Do not create/update learner record" 
 
 
 
 How to Work with Training Interventions 
 
 
 
 
 
 
 HOW DID I GET HERE? 
 System Administration | System Administration | Database | Training Interventions 
 Training Intervention List Screen 
 
 
 
 
 Training interventions will represent any activities for which events or learner records should be created e.g. formal theoretical training session and POE submission. A descriptive naming convention should be followed for example “WRMO/L2/58206 - LEARNING 1 Theoretical Training” or "WRMO/L2/58206 - LEARNING 1 POE”. 
 
 
 
 The  Training Intervention List Screen  shows a list of Training Interventions. 
 
 
 
 
 Add and Edit functionality exists in order to maintain the Training Interventions. 
 The System Administrator is responsible to manage and maintain the Training Intervention catalogue. 
 
 
 
 
 
 Training Intervention Detail Screen 
 
 
 
 
 
 
 
 
 Note on the following when adding or editing the Training Interventions: 
 
 
 
 
 All the mandatory fields are marked with an asterisk(*). 
 It is important to note that the Pathway Step Type field on the intervention have to be defined as “Classroom” for all the Theoretical Training Interventions. The classroom interventions will be used in the "Create Events" procedure, later in the learnership management process. 
 The intervention credits field will only be used in reporting by the Learnership Module, only the unit standard credits will be used in credits calculations. 
 Tick the Mentor Manual Update check box for training interventions that should not be included in the automated procedure to assign the Line Manager as a Mentor on the Training Interventions. (A classroom intervention will be marked, because it will not be mentored by the Line Manager) 
 Check the "Add to Learner Record" check box. 
 
 
 
 
 
 Link Unit Standards to Training Interventions 
 
 
 
 
 
 
 
 
 Link the predefined unit standards to the training interventions using the “Link Unit Standards” tab. 
 How to Work with Programmes 
 
 
 
 
 
 
 HOW DID I GET HERE? 
 System Administration | System Administration | Database | Programmes 
 Programmes List Screen 
 
 
 
 
 
 
 
 
 The  Programmes List Screen  shows a list of Programmes which consists of a number of Training Interventions. 
 
 
 
 
 Add, Edit and Delete functionality exists in order to maintain the Programmes. 
 The System Administrator is responsible to manage and maintain the Training Programmes catalogue. 
 
 
 
 
 
 Programme Detail Screen 
 
 
 
 
 
 
 
 
 Link Training Interventions to Programmes 
 
 
 
 
 
 
 
 
 Link the predefined Training Interventions to the Programmes using the “Link Training” tab. 
 How to Work with Qualifications 
 
 
 
 
 
 
 HOW DID I GET HERE? 
 System Administration | System Administration | Database | Qualifications 
 Qualifications List Screen 
 
 
 
 
 
 
 
 
 The  Qualifications List Screen  shows a list of Qualifications. 
 
 
 
 
 Add, Edit and Delete functionality exists in order to maintain the Qualifications. 
 The System Administrator is responsible to manage and maintain the Qualifications catalogue. 
 
 
 
 
 
 Qualifications Detail Screen 
 
 
 
 
 
 
 
 
 The important fields to be entered on the Qualification screen are shown above. 
 Note: Skills Programme Synchronisation Mode should be set to "Automatically update the status of an existing learner record if all conditions are met". 
 Link Programmes to Qualifications 
 
 
 
 
 
 
 
 
 Link the predefined Programmes to the Qualification by using the “Link Programmes” tab. 
 How to Link a Qualification to a Learnership 
 
 
 
 
 
 
 HOW DID I GET HERE? 
 System Administration | System Administration | Database | Learnerships 
 Learnerships List Screen 
 
 
 
 
 
 
 
 
 The Learnerships  List Screen  shows a list of Learnerships. 
 
 
 
 
 Add, Edit and Delete functionality exists in order to maintain the Learnerships catalogue. 
 The System Administrator is responsible to manage and maintain the Learnerships catalogue. 
 
 
 
 
 
 Learnerships Detail Screen 
 
 
 
 
 
 
 
 
 Enter the related fields and link an existing Qualification.